Software stocks rebound as Anthropic announces new partnerships

Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

CNBC • 9 hours ago

Software Bear Market: 2 AI Stocks With 40% and 52% Upside to Buy Now, According to Wall Street

Software stocks have dropped into bear market territory, but Wall Street analysts generally think Microsoft and Cloudflare are undervalued. Microsoft is monetizing AI across its software and cloud computing businesses, and Wall Street's median target price implies 52% upside Cloudflare is well positioned to benefit from the proliferation of AI agents, and Wall Street's median target price implies 40% upside.

The Motley Fool • 17 hours ago

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.

CNBC • Feb 23, 2026

Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it has achieved a major milestone by delivering the world's first complete Secure Access Service Edge (SASE) to support modern post-quantum (PQ) encryption standards. By integrating advanced post-quantum encryption across all its major network configurations, the Cloudflare One SASE platform now provides the most secure bridge between corporate environments and its global networ.

Business Wire • Feb 23, 2026

The Best Stock to Invest $500 in Right Now

Cloudflare's new partnership gives it a fast path into small businesses and critical infrastructure that desperately need affordable cybersecurity. Cloudflare is becoming core internet infrastructure, and deals like this strengthen Cloudflare's long-term moat.

The Motley Fool • Feb 20, 2026

Cloudflare: AI Traffic And Workers Driving Upside

Cloudflare delivered robust Q4 results, with revenue growth continuing to accelerate. NET's go-to-market transition is gaining traction, evidenced by record large customer additions and the highest quota attainment by the sales team in four years. NET is well positioned to benefit from AI and edge compute tailwinds, with its infrastructure-heavy business model mitigating AI disruption risks.

Seeking Alpha • Feb 19, 2026

4 reasons why cybersecurity stocks are primed for a turnaround

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years.

Market Watch • Feb 19, 2026

Cloudflare: Accelerating Growth In Times Of Agentic AI

Cloudflare is at the epicenter of AI-driven growth. While other software companies are under pressure, Cloudflare is exceeding expectations and even accelerating. Valuation is demanding, but Cloudflare has both the financial performance and growth prospects to justify it.

Seeking Alpha • Feb 18, 2026

AI Panic Grips Software Stocks: 2 Stocks You Should Buy Anyway

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt traditional business models.

24/7 Wall Street • Feb 17, 2026

Cloudflare and Mastercard Partner to Extend Comprehensive Cyber Defense Across Critical Infrastructure and Small Businesses

SAN FRANCISCO & PURCHASE, N.Y.--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, and Mastercard Incorporated (NYSE: MA) today announced a strategic partnership with the intent to develop tools to help small businesses, critical infrastructure, and governments protect themselves from today's most pressing cyber threats without putting the brakes on innovation. Attack surface monitoring capabilities from Mastercard's Recorded Future and RiskRecon, paired with.

Business Wire • Feb 17, 2026